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I appreciate you for choosing QBDT as one of your trusted product and for reaching out to our support team to get help in resolving your issue, Rob. I'm here to provide additional troubleshooting steps to make sure you can import transactions seamlessly.
There are several reasons why you received the error "QuickBooks is unable to verify the Financial Institution information for this download." This includes incomplete bank files, incompatible formats, and sometimes changes from your bank.
To get this fixed, you can begin by switching to Classic Mode if you are using Advanced Mode in bank feeds.
Here's how:
- In your QBDT account, go to the Banking menu and hover to Bank Feeds.
- Click Change Bank Feeds Mode.
- Then, choose Classic mode (Register mode).
- Once done, follow the procedures to import the .qbo file.
If you still see an error, move to Step 4 section in this article: Fix Web Connect import errors.
If you already tried these steps and the issue remains unresolved, I recommend reaching out to Live Support team for more in-depth assistance. They have specialized tools and resources to investigate why you received an error related to importing transaction. You can also check their support hours to know when agents are available.
Once your transactions are uploaded, it's time to categorize and match them. You can create rules to streamline the categorize process.
We're committed to helping you manage your finances efficiently and effectively. If you have any more questions or need further assistance, feel free to reach out.
